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Concorde Financial Group Logo
Concorde Financial Group CB Rank
2142351
Heat Score
46
Concorde Financial Group is a firm that offers investment management, 1031 exchanges, replacement properties, and retirement planning.
Private Shelby, Michigan, United States11-50 www.concordefinancial.com/
Financial Services
Real Estate Investment
Retirement
Overview

Concorde Financial Group
Heat Score
46

Growth Score
pts
in past quarter
Heat Score 46
-1 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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About Concorde Financial Group

CB Rank
2142351
Concorde Financial Group is a firm that offers investment management, 1031 exchanges, replacement properties, and retirement planning.
Private Shelby, Michigan, United States11-50 www.concordefinancial.com/
Financial Services
Real Estate Investment
Retirement

Key People

  • Photo of Mark Kosanke
    Mark Kosanke: Founding Partner, Investment Advisor Representative, Registered Securities Principal, and President

Details

Operating Status Active
Company Type For Profit
Founders  Mark Kosanke
Phone Number +1 248-740-8500
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Management
A service that manages clients' investment portfolios to meet their financial goals.
1031 Exchanges
A tax-deferral strategy allowing investors to defer capital gains taxes by reinvesting proceeds from property sales into similar properties.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 1 Contacts 4

Employee Profiles

  • Photo of Mark Kosanke
    Mark Kosanke Founding Partner, Investment Advisor Representative, Registered Securities Principal, and President
News
Technology
View Tech Report

IT Spend

$256.7KThis year, Concorde Financial Group is projected to spend $256.7K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Cost of Living Calculator Logo
Cost of Living Calculator
82
Google (GOOG) Logo
Google (GOOG)
78
Management Fundamentals Logo
Management Fundamentals
73

Active Website Tech Count

42Concorde Financial Group is actively using 42 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, SSL by Default, and  Viewport Meta.
Sub-Organizations
Frequently Asked Questions

Where is Concorde Financial Group's headquarters? Concorde Financial Group is located in Shelby, Michigan, United States.Who are Concorde Financial Group's competitors? Alternatives and possible competitors to Concorde Financial Group may include Mcdermott Investment Advisors, 1031 Exchange Intermediaries, and  Fyntex.
Who We Are
What We Do
Helpful Links
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